Stocks and bonds haven't had a particularly pleasant summer. In the latest episode of Perspectives from Wealth Management Switzerland we discuss what we make of these developments and provide an update on the latest happenings in China.
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Growth Equity Update September 2026 - Edition 54
The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
Asset Management: Monthly Macro Insights - September 2026
Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
Back to the future
In recent years, Artificial Intelligence (AI) has taken centre stage, fuelled by spectacular promises and applications that are now very much a reality. We have already noted on several occasions that this revolution is underpinned by less visible building blocks, such as strategic metals, data centres and electricity grids. Recent developments invite us to broaden that perspective even further.